Summary

Keep Going with QuickBooks 2018 for Windows

Benefits: First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2018.

Completion of this course will earn 0.575 CEUs.

Outline

  • Memorizing Transactions

    • Entering a New Memorized Transaction
    • Editing a Memorized Transaction
    • Deleting a Memorized Transaction
    • Grouping Memorized Transactions
    • Using a Memorized Transaction
    • Printing the Memorized Transaction List
  • Customizing Forms

    • Creating a Custom Template
    • Modifying a Template
    • Printing Forms
  • Using Other QuickBooks Accounts

    • Other QuickBooks Account Types
    • Working with Credit Card Transactions
    • Working with Fixed Assets
    • Working with Long-Term Liability Accounts
    • Using the Loan Manager
  • Creating Reports

    • Working with QuickReports
    • Working with Preset Reports
    • Sharing Reports
    • Exporting Reports to Microsoft Excel
    • Printing Reports
  • Creating Graphs

    • Creating QuickInsight Graphs
    • Using QuickZoom with Graphs
    • Working with the Sales Graph
    • Customizing Graphs
    • Printing Graphs
  • Tracking and Paying Sales Tax

    • Using Sales Tax in QuickBooks
    • Setting Up Tax Rates and Agencies
    • Indicating Who and What Gets Taxed
    • Applying Tax to Each Sale
    • Determining What You Owe
    • Paying Your Tax Agencies
  • Preparing Payroll with QuickBooks

    • Using Payroll Tracking
    • Setting Up for Payroll
    • Setting Up Employee Payroll Information
    • Setting Up a Payroll Schedule
    • Writing a Payroll Check
    • Printing Paycheck Stubs
    • Tracking Your Tax Liabilities
    • Paying Payroll Taxes
    • Preparing Payroll Tax Forms
  • Using Online Banking

    • Setting Up an Internet Connection
    • Setting Up Bank Feeds for Accounts
    • Viewing, Downloading, and Adding Online Transactions
    • Viewing, Downloading, and Adding Online Transactions
    • Transferring Funds Online
    • Canceling Online Payments
  • Managing Company Files

    • Using QuickBooks in Multi-user Mode
    • Setting Up Users and Passwords
    • Setting a Closing Date
    • Sharing Files with an Accountant
    • Updating QuickBooks
    • Backing Up and Restoring a Company File
    • Condensing a Company File
  • Estimating, Time Tracking, and Job Costing

    • Creating Job Estimates
    • Creating an Invoice from an Estimate
    • Displaying Reports for Estimates
    • Updating the Job Status
    • Tracking Time
    • Displaying Reports for Time Tracking
    • Tracking Vehicle Mileage
    • Displaying Vehicle Mileage Reports
    • Displaying Other Job Reports
  • Writing Letters

    • Using the Letters and Envelopes Wizard
    • Customizing Letter Templates

Course Schedule

*Indicates a course that spans over multiple days.

**Indicates a course that is only a half day.